VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,614 | -4.6% | 3,052 | +0.1% | 0.17% | -1.8% |
| Q2 2023 | $495,241 | +5.5% | 3,049 | 0.0% | 0.17% | +3.6% |
| Q1 2023 | $469,569 | +0.7% | 3,049 | +0.0% | 0.16% | -5.7% |
| Q4 2022 | $466,279 | +123.1% | 3,048 | +97.2% | 0.18% | +96.6% |
| Q3 2022 | $209,000 | -5.9% | 1,546 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $222,000 | -12.3% | 1,546 | 0.0% | 0.09% | +1.1% |
| Q1 2022 | $253,000 | -4.9% | 1,546 | 0.0% | 0.09% | -9.2% |
| Q4 2021 | $266,000 | +12.2% | 1,546 | 0.0% | 0.10% | -9.3% |
| Q3 2021 | $237,000 | -6.7% | 1,546 | -5.6% | 0.11% | -12.9% |
| Q2 2021 | $254,000 | +5.4% | 1,638 | 0.0% | 0.12% | -14.5% |
| Q1 2021 | $241,000 | +4.3% | 1,638 | 0.0% | 0.14% | -13.2% |
| Q4 2020 | $231,000 | +9.5% | 1,638 | 0.0% | 0.17% | -20.9% |
| Q3 2020 | $211,000 | – | 1,638 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 356,040 | $55,296,939 | 33.12% |
| Mosaic Advisors LLC | 217,683 | $33,823,613 | 30.96% |
| 360 Financial, Inc. | 302,289 | $46,824,505 | 29.13% |
| DAN L DUNCAN FOUNDATION | 105,146 | $16,337,585 | 27.25% |
| Family Investment Center, Inc. | 259,500 | $40,321,083 | 24.35% |
| Mercer Investments LLC | 92,891 | $14,433,404 | 23.09% |
| Valence8 US LP | 215,549 | $33,492,004 | 21.19% |
| EWA, LLC | 163,318 | $25,952,926 | 16.82% |
| McCarthy Asset Management, Inc. | 133,487 | $20,741,161 | 15.22% |
| FIDELIS iM, LLC | 161,469 | $25,089 | 14.70% |